Salesforce Sales Cloud MCP Server

Create a powerful Model Context Protocol (MCP) server for Salesforce Sales Cloud in minutes with our AI Gateway. This guide walks you through setting up seamless CRM integration with enterprise-grade security and instant OAuth authentication.

About Salesforce Sales Cloud API

Salesforce Sales Cloud is the world's #1 CRM platform, empowering sales teams to close deals faster and build stronger customer relationships. The Sales Cloud API provides comprehensive access to:

• Lead Management: Lead capture, scoring, and conversion
• Opportunity Management: Deal tracking and pipeline management
• Account & Contact Management: 360-degree customer view
• Forecasting: Revenue prediction and quota management
• Territory Management: Sales territory assignment and rules
• Quote & Order Management: CPQ integration and pricing
• Sales Analytics: Dashboards, reports, and Einstein insights
• Activity Management: Tasks, events, and email integration

Key Features

• REST API: Modern RESTful interface
• SOAP API: Enterprise integration support
• Bulk API: Large data volume operations
• Streaming API: Real-time event notifications
• Einstein AI: Predictive lead scoring and insights
• Mobile SDK: Native mobile app development
• Lightning Platform: Customization and extensibility
• Multi-Org: Support for complex hierarchies

What You Can Do with Salesforce Sales Cloud MCP Server

The MCP server transforms Sales Cloud's API into a natural language interface, enabling AI agents to:

Lead & Contact Management

• Lead Operations

  • "Create new lead from web form submission"
  • "Score leads based on engagement criteria"
  • "Assign leads to sales reps by territory"
  • "Convert qualified leads to opportunities"

• Lead Intelligence

  • "Find hot leads with high engagement scores"
  • "Show leads that haven't been contacted in 7 days"
  • "Identify leads from target accounts"
  • "Track lead source effectiveness"

• Contact Management

  • "Update contact information from email signature"
  • "Link contacts to multiple accounts"
  • "Track contact role in opportunities"
  • "Manage contact communication preferences"

Account Management

• Account Operations

  • "Create parent-child account hierarchies"
  • "Update account revenue and employee count"
  • "Assign account teams with specific roles"
  • "Track account health scores"

• Account Intelligence

  • "Show accounts with upcoming renewals"
  • "Find accounts with no activity in 30 days"
  • "Identify upsell opportunities by account"
  • "Analyze account growth trends"

• Relationship Mapping

  • "Map key stakeholders and influencers"
  • "Track executive sponsor changes"
  • "Identify cross-sell opportunities"
  • "Monitor competitive threats"

Opportunity Management

• Pipeline Operations

  • "Create opportunity from qualified lead"
  • "Update opportunity stage and probability"
  • "Add products to opportunity"
  • "Track competitor information"

• Deal Intelligence

  • "Show deals closing this quarter"
  • "Find stalled opportunities by stage"
  • "Identify at-risk deals needing attention"
  • "Calculate weighted pipeline value"

• Sales Process

  • "Advance opportunity through sales stages"
  • "Update next steps and close dates"
  • "Log customer interactions and meetings"
  • "Create follow-up tasks automatically"

Forecasting & Analytics

• Sales Forecasting

  • "Generate forecast for current quarter"
  • "Compare forecast to quota attainment"
  • "Track forecast accuracy over time"
  • "Identify deals needed to hit target"

• Performance Analytics

  • "Show sales rep performance metrics"
  • "Analyze win/loss rates by product"
  • "Track average deal size trends"
  • "Monitor sales cycle duration"

• Pipeline Analytics

  • "Analyze pipeline coverage ratios"
  • "Track stage conversion rates"
  • "Identify bottlenecks in sales process"
  • "Forecast revenue by product line"

Activity Management

• Task & Event Management

  • "Create follow-up tasks for opportunities"
  • "Schedule meetings with contacts"
  • "Log calls and email interactions"
  • "Set reminders for important dates"

• Email Integration

  • "Sync emails to related records"
  • "Track email opens and clicks"
  • "Create tasks from email follow-ups"
  • "Log automated email campaigns"

• Calendar Sync

  • "Sync Salesforce events with calendar"
  • "Check availability for meetings"
  • "Send meeting invitations"
  • "Track meeting attendance"

Automation & AI

• Einstein AI Features

  • "Get lead score predictions"
  • "Show opportunity insights"
  • "Predict likelihood to close"
  • "Recommend next best actions"

• Process Automation

  • "Auto-assign leads by criteria"
  • "Create approval workflows"
  • "Trigger email alerts on changes"
  • "Update fields based on rules"

• Integration Automation

  • "Sync data with marketing automation"
  • "Update ERP with closed deals"
  • "Push data to data warehouse"
  • "Integrate with communication tools"

Prerequisites

• Access to Cequence AI Gateway
• Salesforce org with Sales Cloud
• System Administrator or API user access
• Connected App configuration capabilities

Step 1: Create Salesforce Connected App

Before setting up the MCP server, you need to create a Connected App in Salesforce.

1.1 Access Salesforce Setup

1. Log in to your Salesforce org
2. Navigate to Setup (gear icon Setup)
3. In Quick Find, search for "App Manager"
4. Click App Manager

1.2 Create New Connected App

1. Click New Connected App

2. Fill in Basic Information:

   • Connected App Name: "AI Gateway Sales Cloud MCP"
   • API Name: Auto-populated
   • Contact Email: Your admin email

3. Enable OAuth Settings:

   • Check Enable OAuth Settings
   • Callback URL:

     https://auth.aigateway.cequence.ai/v1/outbound/oauth/callback

1.3 Configure OAuth Scopes

Select the following OAuth scopes:

• Access and manage your data (api)
• Perform requests on your behalf at any time (refresh_token, offline_access)
• Access your basic information (id, profile, email, address, phone)
• Access custom permissions (custom_permissions)
• Full access (full) - if needed for admin operations

1.4 Save and Get Credentials

1. Save the Connected App
2. Click Manage View
3. Note the Consumer Key (Client ID)
4. Click Click to reveal for Consumer Secret
5. Copy both values securely

Step 2: Access AI Gateway Apps

1. Log in to your Cequence AI Gateway dashboard
2. Navigate to Apps in the left sidebar
3. You'll see the list of available third-party applications

Step 3: Find and Select Salesforce Sales Cloud API

1. In the Apps section, browse through the Third-party category
2. Look for Salesforce Sales Cloud or use the search function
3. Click on the Salesforce Sales Cloud API card to view details

Step 4: Create MCP Server

1. Click the Create MCP Server button on the API card
2. You'll be redirected to the MCP Server creation wizard

Step 5: Configure API Endpoints

In the App Configuration step:

1. Base URL: Enter your Salesforce instance URL

   • Format: https://{instance}.salesforce.com
   • Example: https://na139.salesforce.com
   • Or use your My Domain: https://mycompany.my.salesforce.com

2. Select API endpoints to expose to your MCP server

3. Click Next to proceed

Step 6: MCP Server Basic Setup

Configure your MCP server details:

1. MCP Server Name: Enter a descriptive name

   • Example: "Sales Cloud CRM Hub"
   • This name will identify your server in the dashboard

2. Description (Optional): Add details about the server's purpose

   • Example: "Sales automation and CRM management"

3. Production Mode: Toggle based on your needs

   • ON for production environments
   • OFF for development/testing

4. Click Next to continue

Step 7: Configure Authentication

This is where you'll use your Connected App credentials:

1. Authentication Type: Select OAuth 2.0

2. Fill in the OAuth configuration:

   • Authorization URL:

     https://login.salesforce.com/services/oauth2/authorize

     (Use test.salesforce.com for sandboxes)

   • Token URL:

     https://login.salesforce.com/services/oauth2/token

   • Client ID: Paste Consumer Key from Connected App

   • Client Secret: Paste Consumer Secret from Connected App

   • Redirect URI:

     https://auth.aigateway.cequence.ai/v1/outbound/oauth/callback

3. Scopes: Select from available scopes

Available Salesforce Sales Cloud OAuth Scopes

Configure the appropriate scopes based on your application needs:

Core Scopes

• api

  • Access and manage Salesforce data
  • Required for most operations
  • CRUD operations on objects
  • Execute SOQL queries

• refresh_token

  • Maintain persistent access
  • Required for background operations
  • Enables token refresh
  • Essential for automation

• full

  • Full access to all data
  • Includes all other scopes
  • Use carefully in production
  • Required for some admin tasks

Additional Scopes

• custom_permissions

  • Access custom permissions
  • Required for custom apps
  • Control feature access
  • Manage user permissions

• wave_api

  • Access Analytics API
  • Create and manage dashboards
  • Run analytics queries
  • Export analytics data

Recommended Scope Combinations

For Standard Sales Operations:

api
refresh_token

For Full CRM Access:

api
refresh_token
custom_permissions

For Analytics & Reporting:

api
refresh_token
wave_api

Step 8: Configure Security

Set up API protection features:

1. API Protection: Toggle ON to enable
2. Click Next to continue

Step 9: Choose Deployment Method

Select your deployment preference:

Option A: Deploy to Cequence Cloud (Recommended)

• Fully managed deployment
• Automatic scaling and monitoring

Option B: Deploy with Helm Chart

• Self-managed Kubernetes deployment
• Full control over infrastructure

Click Next after selecting.

Step 10: Review and Deploy

Review your configuration and click Create & Deploy.

Using Your Salesforce Sales Cloud MCP Server

With Claude Desktop

1. Open Claude Desktop settings

2. Add your MCP server:

   {
     "servers": {
       "salesforce-sales": {
         "url": "your-mcp-server-url",
         "auth": {
           "type": "oauth2",
           "client_id": "your-client-id"
         }
       }
     }
   }

3. Start using natural language commands:

   • "Show me all opportunities closing this month"
   • "Create a new lead from John Smith at Acme Corp"
   • "Update the opportunity stage to Negotiation"
   • "Find accounts that haven't been contacted recently"
   • "Generate a pipeline report for Q1"

API Integration Example

// Initialize MCP client
const mcpClient = new MCPClient({
  serverUrl: 'your-mcp-server-url',
  auth: {
    type: 'oauth2',
    token: 'user-access-token'
  }
});

// Create a lead
const lead = await mcpClient.salesforce.lead.create({
  FirstName: 'John',
  LastName: 'Smith',
  Company: 'Acme Corporation',
  Email: 'john.smith@acme.com',
  Phone: '555-1234',
  LeadSource: 'Web',
  Status: 'New'
});

// Convert lead to opportunity
const conversion = await mcpClient.salesforce.lead.convert({
  leadId: lead.Id,
  convertedStatus: 'Qualified',
  createOpportunity: true
});

// Update opportunity
await mcpClient.salesforce.opportunity.update({
  Id: conversion.opportunityId,
  StageName: 'Proposal',
  Amount: 50000,
  CloseDate: '2025-03-31',
  Probability: 75
});

// Query opportunities
const opportunities = await mcpClient.salesforce.query({
  query: `SELECT Id, Name, Amount, StageName, CloseDate 
          FROM Opportunity 
          WHERE CloseDate = THIS_QUARTER 
          AND StageName NOT IN ('Closed Won', 'Closed Lost')
          ORDER BY Amount DESC`
});

Common Use Cases

Sales Operations

• Lead routing and assignment
• Opportunity management
• Quote generation
• Territory management
• Commission tracking

Customer Management

• Account hierarchies
• Contact relationships
• Customer 360 view
• Interaction history
• Renewal management

Analytics & Forecasting

• Pipeline analysis
• Revenue forecasting
• Performance metrics
• Win/loss analysis
• Activity tracking

Security Best Practices

1. OAuth Security:

   • Use IP restrictions
   • Implement session policies
   • Regular token rotation
   • Monitor login history

2. Data Access:

   • Field-level security
   • Record sharing rules
   • Profile permissions
   • Data encryption

3. API Limits:

   • Monitor usage
   • Implement caching
   • Use bulk operations
   • Optimize queries

Troubleshooting

Common Issues

1. Session Expired

   • Re-authenticate OAuth
   • Check session settings
   • Verify IP restrictions
   • Review security policies

2. Insufficient Privileges

   • Check user profile
   • Verify object permissions
   • Review field access
   • Confirm API access

3. API Limits

   • Check org limits
   • Optimize queries
   • Use bulk API
   • Implement caching

Getting Help

• Documentation: AI Gateway Docs
• Support: support@cequence.ai
• Community: AI Gateway Forum
• Salesforce Docs: Sales Cloud Documentation

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